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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,032 | $96,643-49.3% | $86,617-43.4% | $139,456-64.8% |
| Participation rate | 4.8% | 74.4%-69.6pp | 71.7%-66.9pp | 80.3%-75.6pp |
| Annual return | 20.27% | 106.57%-86.3pp | 591.91%-571.6pp | 373.45%-353.2pp |
| Employer contribution / active EE | $84 | $3,264-97.4% | $3,023-97.2% | $4,753-98.2% |
| Participant deferral / active EE | $964 | $4,835-80.1% | $4,437-78.3% | $6,711-85.6% |
| Admin fee / account holder | $793 | $6,406-87.6% | $5,613-85.9% | $11,407-93.0% |